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Showing content with the highest reputation since 29/03/11 in all areas

  1. 2 points
    If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below. Let us know if you find this useful - and any other topics you may want covered! How to create a data capture frame
  2. 2 points
    What a difference an "F" makes. The report is coming out now - thank you so much for your help. Well worth being a member of Open GI User Group!!! Carol
  3. 1 point
    Coffee-MP4.mp4
  4. 1 point
    Perfect - thank you for that
  5. 1 point
    Hi - there's no automated way to do this - unless you have additional software from OGI already installed. Given you have to complete the detail following contact and consent discussions with each customer, there is little point in adding it globally anyway as it still needs to be updated case by case - at a given touch-point. Better to build the "adding and completion" of this frame into your MTA / Renewal processes and track update and completion via reporting methods from the system to ensure you are on target. If this is a "valuable" exercise for your business and you want to promote completion of your "consent" data frame, then why not have a monthly award / voucher based on percentage of data completed per agent / operator? Either way - likely this will take 12 months to capture all the detail - unless you are planning a big bang mass marketing / contact / telesales campaign to every customer you have - as long as they have consented to such contact in the first place .... see ICO Fines here for current practice - pre GDPR Hope that helps!
  6. 1 point
    Hi Stuart - then you will want to use either Option 13 or Option 17 in the Prospect Control set-up on the Prospect menu where you can set the screen to appear. Not sure that's the best workflow - as this just saves the preference detail as part of the risk - when you may really want to save client preferences as part of the client detail screens. There are other options too, if you have Toolkit solutions but hope the above helps!
  7. 1 point
    Hi Karl - yep it's pretty straight forward as you say. There's also lots more to do though - even once you have the £2.3k "frame". Speaking with a few brokers, they are looking for ease of data entry, methods to track uptake, best workflow practice, report output and data refresh cycle management. I know there is some info from OGI - and every broker needs to qualify exactly what they are getting for their money. As always - it's best to see it with their own eyes and ask the right questions for their own business so they can make an informed choice - to either Take up the offer - because it gives them everything they need at an acceptable TCO Build it themselves and try to understand all the peripheral changes required to make it work or Save 87% of the OGI price and go elsewhere using expert advice and delivery of a full solution The User Group can also assist - although ultimately it would be a self build. A lot of brokers will be happy with that option too
  8. 1 point
    I saw the demo for the frame today, I could knock one up myself in less than two hours lol.
  9. 1 point
    Yeah, I just looked and I created a back office doc with a Calculations box in it containing:- select btx find last where [BTX.Trantype] eq "r" [YCT.Date2] is [BTX.Dt.raised] [YCT.Var1.2] is [BTX.orig.debt] Then just include as text document within your OpenWord template and set the YCT variable as needed to display latest renewal transaction info.
  10. 1 point
    Thanks Mark and hi there Lesley and Kate My first question is where is the e-mail being initiated from? If it's anywhere other than the Transaction itself, the BTX and BLT related original debt won't work properly because it needs to know which one it's looking for. Obviously, this does make it a pain when trying to attach Renewal Schedules from OpenPrintManager. I'm looking into ways around it. I'll keep you posted.
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